Tortoise Investment Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
6,779
| – | – | 0.03% | 171 |
|
|
2025
Q1 | $336K | Buy |
6,779
+2,900
| +75% | +$144K | 0.04% | 164 |
|
|
2024
Q4 | $194K | Sell |
3,879
-3,201
| -45% | -$160K | 0.02% | 225 |
|
|
2024
Q3 | $359K | Buy |
7,080
+978
| +16% | +$49.6K | 0.04% | 169 |
|
|
2024
Q2 | $306K | Sell |
6,102
-5,115
| -46% | -$256K | 0.03% | 175 |
|
|
2024
Q1 | $566K | Buy |
11,217
+1,380
| +14% | +$69.6K | 0.07% | 145 |
|
|
2023
Q4 | $499K | Buy |
9,837
+3,173
| +48% | +$161K | 0.07% | 145 |
|
|
2023
Q3 | $326K | Buy |
+6,664
| New | +$326K | 0.05% | 164 |
|